Hector
Munguia Romo

Ipg Investment Advisors, LLC

CRD#3087449
Investment Advisor
in Tucson, AZ

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About this Advisor

Hector Munguia Romo is a financial advisor based in Tucson, Arizona, working with Ipg Investment Advisors, LLC. Hector has previously held positions at Investment Placement Group and Ipg Investment Advisors, LLC. Hector has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and California. Currently, Hector is part of Ipg Investment Advisors, LLC, which operates out of Tucson, Arizona. The firm has 10 offices and 39 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Ipg Investment Advisors, LLC includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

3573 East Sunrise Drive Suite 120
Tucson, AZ 85718

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Ipg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$3,506,282,702

AZ Average: $7,578,581,321
Total Number of Employees

39

AZ Average: 43
Total Number of Accounts

1,051

AZ Average: 3,727
Average Account Size

$3,336,140

AZ Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Hector Munguia Romo Work History

2010 - Present (14 years)

Ipg Investment Advisors, LLC

2008 - Present (16 years)

Investment Placement Group

Disclosures

Please visit the SEC profile of Hector Munguia Romo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ipg Investment Advisors, LLC

Eduardo Alaman
Mexico Df,
Francisco Sanchez Gavito
San Diego, CA
Hugo Ramirez
San Diego, CA
Angelita Fuentes
Miami, FL
Adrian Gonzalez
San Diego, CA
Rafael Benrey Grinberg
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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